See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $24,657 |
HIGHTOWER ADVISORS LLC1 year Filed as: HIGHTOWER ADVISORS, LLC Service code 27 · EIN 36-4500709 | Advisory (Plan) | $6,260 |
METLIFE LIFE INSURANCE COMPANY2+ years Service code 49 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Other Services | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,203 | $35,183+96.7% | $73,545-5.9% | $70,131-1.3% |
| Participation rate | 91.4% | 42.9%+48.5pp | 54.9%+36.5pp | 69.5%+21.9pp |
| Annual return | 13.88% | 26.90%-13.0pp | -15.16%+29.0pp | 73.14%-59.3pp |
| Employer contribution / active EE | $3,728 | $709+426.1% | $1,219+205.8% | $2,342+59.2% |
| Participant deferral / active EE | $3,793 | $1,220+210.9% | $1,806+110.0% | $3,332+13.8% |
| Admin fee / account holder | $257 | $2,302-88.8% | $2,320-88.9% | $4,645-94.5% |